Cedarlane Financial Services
Cedarlane Financial Consulting is represented by Heather Lang. She is a licensed Insurance Broker whose business is processed by IDC Worldsource Financial Inc, Mississauga ,On and Bridgeforce Financial Group , FBC Estate and Financial Planning Services. . She has passed the Canadian Investment Funds course exam by the The Investment Funds Institute of Canada for mutual funds and her business is processed with Bridgeforce Financial Group, London ,On , FundEX Investments Inc. She is a member in good standing of Advocis . Heather maintains E & O insurance coverage as well as the required Continuing Education credits for both industries. She has completed the first half of her Certified Financial Planners CFP designation and has passed FPE1. She has completed her CLU planning designation ..
Cedarlane Financial Consulting is an independent financial services company operating in the Quinte Region of Ontario. Serving all types of clients from families just starting out to retirees planning for income and estate matters, Heather focuses on self employed small business people like herself to provide personalized, cost effective and innovative stategies so that they can get on with what they do best, their lives and businesses.
The most important resource she brings to clients is a planning process that allow clients to fully understand their financial situation and develop effective money management strategies to maximize their financial potential.
Heather Lang, CLU
Heather began her career as a financial services representative after many years in the agricultural industry . As a knowledgeable advisor she maintains an independant business providing clients with a personalized plan for financial security . A former dairy farmer in Hastings county she now operates a beef cow/calf and feedlot, cash crop operation with her husband and parents in-law. An active mother of three girls she participates in many community events and groups.
To contact Heather Lang:
Shannonville, ON K0K 3A0
My mission is to empower my clients through education and research to maximize their financial potential so they can live the life they always dreamed they could no matter what else happens.
From your first investment, to advice on your current portfolio, to looking into the best options to grow your life and savings, we are with you every step of the way!
Heather is up-to-date on the best practices of the industry, and is well-versed in multiple industries, including agriculture/agri-farming.
Quality And Reliability
When you need us, we’re here! Give us a call or email and we’ll get back to you as soon as possible.